SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Big Bucks who wrote (24143)9/11/1998 3:41:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 70976
 
Big Bucks, >>>"but I expect it will close
about where it did yesterday, so much for the Intel effect on the
semi equips."<<<

Intel effect? What Intel effect? Why should there be any Intel effect?

With businesses/corporations starting to see a potential slow down
they will likely curtail extraneous/unnecessary expenses as a
cost saving exercise, IMHO.
I guess we can agree to disagree on our assessment, but with Asia
growth/market at a standstill it is unlikely that INTEL will show
any
stellar performance for a while.

Just my opinion,
BB



To: Big Bucks who wrote (24143)9/11/1998 4:41:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Re: "so much for the Intel effect on the semi equips."

Several of the more beaten-down members of the sector were up smartly today. EGLS, KLAC, KLIC, TER, UTEK all up more than ten per cent.



To: Big Bucks who wrote (24143)9/12/1998 12:31:00 AM
From: Gottfried  Respond to of 70976
 
BB, re >so much for the Intel effect on the semi equips.<

tscn.com

I was hoping to show with the graph that AMAT lags INTC, but
it is only visible if you believe in it.<g>

GM